Implement retention, eDiscovery, and Communication compliance in Microsoft Purview (SC-5007)

Course Objectives
• Implement and manage retention with Microsoft Purview
• Manage Microsoft Purview eDiscovery (Premium)
• Prepare Microsoft Purview Communication Compliance
• Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

Target Audience
• Security Governance and Risk Manager
• Security Analyst
• IT Administrator

Prerequisites Recommended:
• Basic understanding of data governance and compliance concepts
• Familiarity with Microsoft Purview and its interface
• Knowledge of data lifecycle management principles
• Awareness of communication compliance requirements
• Experience with eDiscovery processes 

Course Outline

1) Implement and manage retention with Microsoft Purview
• Understand the differences between retention policies and retention labels
• Configure retention policies
• Create, publish, and automate retention labels
• Implement event-based retention

2) Manage records and disposition with Microsoft Purview
• Plan retention and disposition strategies using labels
• Organize and manage labels with the file plan
• Automate label application using policy conditions
• Declare content as records or regulatory records
• Configure and manage disposition reviews

3) Create and manage eDiscovery cases
• Configure prerequisites for using Microsoft Purview eDiscovery
• Create and manage eDiscovery cases for investigations
• Assign users and guest reviewers to cases with appropriate permissions
• Configure case-level settings for search, analytics, and review sets

4) Manage data sources and holds in Microsoft Purview eDiscovery
• Identify and configure the content sources used in eDiscovery searches and holds
• Apply tenant-wide or scoped holds based on the needs of an investigation
• Review and adjust existing hold policies as cases progress
• Use PowerShell to verify hold settings and data preservation

5) Search for content with Microsoft Purview eDiscovery
• Assign the roles and permissions to access Microsoft Purview eDiscovery
• Create and manage cases used to run eDiscovery searches
• Define search scope and build queries using conditions, keywords, and Copilot-generated prompts
• Run searches and validate results using statistics or random samples

6) Analyze and prepare content in eDiscovery review sets
• Create and populate review sets with case content
• Filter, group, and tag items for legal and compliance review
• Run analytics to reduce data volume and identify key documents
• Export reviewed items or reuse them in other review sets
• Generate query reports to compare keyword and KeyQL query results

7) Detect and address communication risks with Microsoft Purview Communication Compliance
• List the enhancements in communication compliance over Office 365 Supervision policies, which it will replace
• Explain how to identify and remediate code-of-conduct policy violations
• List the prerequisites that need to be met before creating communication compliance policies
• Describe the types of built-in, pre-defined policy templates

8) Implement retention eDiscovery and Communication compliance in Microsoft Purview
• Create retention policies
• Implement retention labels
• Conduct an eDiscovery (Premium) investigation
• Create a communication compliance policy
• Lab: Create retention policies
• Lab: Create and publish retention labels
• Lab: Conduct an eDiscovery search
• Lab: Create a communication compliance policy